account_balance

Investment manager · 13F filer · SEC CIK 2045258

Copley Financial Group, Inc.

Reported value$165Mas of Jun 30, 2026
Positions118 9 new, 6 sold out
Top 10 weight63.4%SECT alone is 17%
FiledAug 1142 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SECT Northern LTS Fd Tr IV 16.8% Added +58%
COWZ Pacer FDS Tr 8.3% Added +3%
PSFF Pacer FDS Tr 7.4% Held
ECOW Pacer FDS Tr 7.3% Added +3%
PAVE Global X FDS 4.8% Added +2%
MOAT Vaneck ETF Trust 4.7% Held
GLDM World Gold Trust 4.3% Trimmed −46%
EINC Vaneck ETF Trust 3.7% Added +16%
GDXJ Vaneck ETF Trust 3.3% Added +18%
SPAB SPDR Series Trust 2.7% Trimmed −59%
BUYW Northern LTS Fd Tr IV 2.1% Added +12%
AGGH Simplify Exchange Traded Fun 1.6% New

What changed

Biggest moves since Mar 31, 2026

Filed Aug 11, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
  • GLD +486%
  • GDX +373%
  • TMAT +59%
  • SECT +58%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist